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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
1301
Journey Retirement Planning & Investment Management
Idaho
$262K -$565K -3,142 -67%
TWM
1302
TRB Wealth Management
Texas
$261K +$272K +1,512 New
QCIG
1303
Quad-Cities Investment Group
Iowa
$260K +$720 +4 +0.3%
PTC
1304
Philadelphia Trust Company
Pennsylvania
$259K -$72K -400 -21%
HIG
1305
Heritage Investment Group
Florida
$259K -$3.78K -21 -1%
SPL
1306
Smart Portfolios LLC
Washington
$259K +$9.9K +55 +4%
AC
1307
AlpenGlobal Capital
California
$259K +$270K +1,500 New
PFC
1308
Phocas Financial Corp
California
$258K -$7.56K -42 -3%
FLI
1309
Family Legacy Inc
South Carolina
$257K +$13.5K +75 +5%
AAMC
1310
Asset Allocation & Management Company
Illinois
$256K – – –
AA
1311
Advisory Alpha
Michigan
$256K +$266K +1,481 New
PMA
1312
Prudent Man Advisors
Illinois
$256K +$11.7K +65 +5%
FAMI
1313
Fideuram Asset Management (Ireland)
$255K -$1.89M -10,491 -88%
EA
1314
Everpar Advisors
Oklahoma
$255K +$266K +1,477 New
IFWM
1315
Institute for Wealth Management
Colorado
$254K +$900 +5 +0.3%
CWP
1316
Cyndeo Wealth Partners
Florida
$254K -$2.28M -12,676 -90%
IG
1317
IFS Group
Pennsylvania
$254K +$265K +1,470 New
MBT
1318
Montecito Bank & Trust
California
$254K -$25.2K -140 -9%
APIM
1319
Agate Pass Investment Management
Washington
$254K – – –
ACG
1320
Allen Capital Group
Nebraska
$251K +$262K +1,456 New
MWM
1321
Modera Wealth Management
New Jersey
$251K -$11.7K -65 -4%
KA
1322
Kovack Advisors
Florida
$251K -$52.5K -292 -17%
RSWM
1323
Robertson Stephens Wealth Management
California
$251K +$6.12K +34 +2%
BA
1324
BCM Advisors
Louisiana
$250K -$10.4K -58 -4%
REMPR
1325
Roof Eidam Maycock Peralta (REMP)
California
$250K – – –
51 52
53
54 55